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RESE

Claybrook Capital’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Claybrook Capital’s Portfolio RESE Stock Details RESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,527
Closed -$328K – 731
2018
Q4 		$328K Buy
+11,527
New +$338K 0.09% 102

Other funds holding RESE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Claybrook Capital's RESE Position: Q1 2019 in Review

Claybrook Capital sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2019, closing a stake of 11,527 shares — an estimated $328K sold.

Claybrook Capital first reported a position in RESE in Q4 2018 and held it in 1 quarter. The position peaked at $328K in Q4 2018. 15 funds tracked by Wall St. Rank hold RESE as of Q1 2019.

  • Claybrook Capital reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2019 after selling out during the quarter.
  • Claybrook Capital sold 11,527 WisdomTree Emerging Markets ESG Fund shares in Q1 2019, an estimated $328K.
  • Claybrook Capital first reported a position in WisdomTree Emerging Markets ESG Fund in Q4 2018 and held it in 1 quarter.
  • Claybrook Capital's WisdomTree Emerging Markets ESG Fund position peaked at $328K in Q4 2018.
  • 15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2019.

Based on Claybrook Capital's 13F filing for Q1 2019, filed 15 May 2019.